Create approved invoices from Slack instructions
When the approval and invoice details are clear in Slack, let Notis prepare the corresponding Firmao invoice.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Invoice
Tool to create an invoice. Use after gathering all invoice details.
Why this helps
Re-entering complete billing instructions across tools adds friction and can introduce mistakes.
- Reduce repetitive entry of complete invoice instructions.
- Keep billing follow-through closer to the approval.
- Spend less time switching between conversation and finance tools.
Setup
Build it in a few focused steps.
- 1Connect Slack and Firmao to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create a Firmao invoice from a complete, approved Slack instruction.
- 3Write one prompt specifying that creation requires approval and all details Firmao needs.
- 4Select the Slack Channel Message Received trigger and choose a channel for run reports.
- 5Test with a real approved example containing complete invoice information, then verify the created invoice.
Questions about this workflow
Will it create an invoice from an incomplete message?
The prompt should require explicit approval and all required invoice details before creating anything.
What if the information is not clear?
Instruct Notis to skip invoice creation unless it can confidently understand the approved details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Firmao. A trigger fires from one place; an action lands in another.
Slack triggers
Firmao actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create an invoice. Use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company Setting
Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Contact
Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Invoice
Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Offer
Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Invoice
Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Offer
Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Task
Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.
Connect any two apps with Notis in the middle.
Slack and Firmao, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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